Trigger Reminder

[Jin_Park]

I’m trying to send an reminder to email a record to a Slack channel when a Reminder Date is 14 days prior to current date. I’d like the Slack message to automatically populate the record’s name and email but I can’t see to get this to work.

[Kamille_Parks]

Jin_Park:

but I can’t see to get this to work

What part are you having difficulty with? Have you set up an Automation and run into errors?

[Jin_Park]

I have. After a few tries and listing all the conditions that it needs to meet, the trigger test succeeded. However, in Actions, it only identifies a specific property and name whereas I would like it to identify each specific record when the conditions are met (if that makes sense?)

[Kamille_Parks · Accepted solution]

So you are trying to send one notification to the Slack channel with every record that matches certain conditions?

In that case you need to do the following:

• Include a “Find records” step before your “Send a message” step that creates a list of records
• Insert into the Slack message the output from the Find records step as a list or grid

Your Automation is presumably using “When a record matches conditions”. You will receive on Slack message with a list of all records that match conditions every time a record matches conditions.

To cut back on the number of messages sent to Slack, change the trigger to only run once per hour/day/week (“At a scheduled time”) instead of every time a record matches conditions.

[Kamille_Parks]

So Airtable outputs Find records as HTML, but Slack takes in Markdown: Format your messages | Slack

I’m not sure how to convert the html to markdown without an intermediary Script action

[Jin_Park]

Thank you so much Kamille! I’ll look into the Slack format.